When a report is ready, the people chosen to receive it get an email with a secure link. The link opens a Download Report page in Syndelo. You must be signed in and be one of the chosen recipients.
Steps
- Click the link in the email and sign in if asked.
- Check the Status, Rows, Format, and Link Expires details.
- When the status is completed, click Download Report.
- To go back, click All Reports.
What you might see
- Still being prepared: the report is running. Refresh in a moment.
- Failed: the report could not be generated. The reason is shown. Run it again from Reporting.
- Expired: the link expired and the file was deleted. Links last seven days. Run the report again from Reporting to get a new one.
- An error or not found page usually means you are signed into a different workspace or were not a recipient. Switch workspaces or ask the person who ran it to add you.
Good to know
- Reports are sent only to the people chosen when they were run. Forwarding the email does not give someone else access.
- If the page says the file includes full tax IDs, store it securely and delete local copies when you are done.
- Format is shown as Excel, CSV, or ZIP, depending on how the report was run.
- Related: How Do I Run and Schedule Reports?.
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